B. Riley Wealth Advisors
SPTS icon

B. Riley Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury Index ETF SPTS Stock Holding History

B. Riley Wealth Advisors’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$356K Sell
12,417
-2,038
-14% -$58.8K 0.01% 676
2026
Q2 		$420K Buy
14,455
+120
+0.8% +$3.49K 0.02% 519
2026
Q1 		$418K Sell
14,335
-8,225
-36% -$241K 0.03% 482
2025
Q4 		$661K Buy
22,560
+262
+1% +$7.68K 0.03% 442
2025
Q3 		$654K Sell
22,298
-2,065
-8% -$60.4K 0.03% 449
2025
Q2 		$714K Sell
24,363
-5,002
-17% -$146K 0.03% 423
2025
Q1 		$859K Buy
29,365
+6,129
+26% +$178K 0.03% 556
2024
Q4 		$674K Buy
23,236
+1,057
+5% +$30.7K 0.02% 582
2024
Q3 		$652K Sell
22,179
-230
-1% -$6.71K 0.02% 648
2024
Q2 		$647K Buy
+22,409
New +$645K 0.02% 695
2024
Q1 		– Sell
-17,125
Closed -$497K – 1509
2023
Q4 		$497K Buy
+17,125
New +$493K 0.01% 811
2023
Q2 		– Sell
-7,922
Closed -$232K – 1641
2023
Q1 		$232K Buy
+7,922
New +$230K 0.01% 1218
2021
Q2 		– Sell
-7,946
Closed -$244K – 1455
2021
Q1 		$244K Sell
7,946
-3,430
-30% -$105K 0.01% 1102
2020
Q4 		$350K Sell
11,376
-9,705
-46% -$298K 0.02% 673
2020
Q3 		$648K Buy
21,081
+9,835
+87% +$302K 0.03% 442
2020
Q2 		$346K Sell
11,246
-1,734
-13% -$53.2K 0.02% 584
2020
Q1 		$399K Sell
12,980
-1,276
-9% -$38.6K 0.03% 456
2019
Q4 		$428K Buy
14,256
+374
+3% +$11.2K 0.04% 486
2019
Q3 		$417K Buy
+13,882
New +$416K 0.04% 463

Other funds holding SPTS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

B. Riley Wealth Advisors's SPTS Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) stake by 14% in Q3 2026, selling an estimated $58.8K and leaving 12,417 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #676.

B. Riley Wealth Advisors first reported a position in SPTS in Q3 2019 and has held it in 19 quarters since. The position peaked at $859K in Q1 2025. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

  • B. Riley Wealth Advisors held 12,417 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $356K as of Q3 2026.
  • B. Riley Wealth Advisors sold 2,038 State Street SPDR Portfolio Short Term Treasury Index ETF shares in Q3 2026, an estimated $58.8K.
  • State Street SPDR Portfolio Short Term Treasury Index ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #676 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2019 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $859K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.